Convergence is a Portland-based Managed Services & Security Provider focused on preparing customers for a future in which users access data through multi applications and on multiple devices. The team worked with customers to build an integrated, consistent and robust security posture centered around Microsoft’s industry leading solutions.Promoted to a senior position at the beginning of a merger to unite the finance teams, take lead for a first-year audit and first year taxes, and generate consolidated financials for stakeholders. Appointed finance representative for the Executive Leadership Team of the newly formed company. Financial leader for fast growing 180-person Information Technology company located in the US and Canada. 🔹 Employment Engagement:▪️ Managed 4 direct reports + 2 indirect reports accountable for all finance tasks across three locations.▪️ Chosen to lead the finance team through the merger with a Canadian based company and subsequent acquisition of Michigan based company.▪️ Worked closely with external audit team to complete stub-year and first-year post-merger audit.▪️ Collaborated with private equity group to create and maintain consolidated financials for 3 locations and ensure timely delivery to lender each month. 🔹 Sr. Financial Leadership and Strategy:▪️ Developed and implemented financial strategies and initiatives aligned with the overall business strategy.▪️ Lead efforts to produce and interpret monthly financial package for leadership team. ▪️ Implemented one-to-one meetings with finance team to enhance communication and collaboration efforts.▪️ Member of the Senior Leadership Team: helped to plan and oversee 1, 3, and 5-year goals for the organization, utilizing the Entrepreneurial Operating System (EOS) strategic business methodology. ▪️ Experienced with MS Office Suite, MS Teams, SharePoint Online, ConnectWise, QuickBooks Enterprise

Promoted to manage all aspects of the finance team, worked directly with CPA on corporate taxes, accountable for accuracy and timeliness of financial reports to the Executive Team. ▪️ Managed 2 direct reports. ▪️ Refined and published monthly financial reports to assist with strategic plans and operations decisions. ▪️ Performed routine closings while maintaining clean and accurate financial records.▪️ Regularly monitored transactional updates throughout each month and modified recommendations accordingly.▪️ Generated sales tax reports for each operational jurisdiction, monitored bi-weekly payroll, and prepared and paid out sales commissions.

Promoted to reflect my role as team leader, collaborated with outsourced Controller for month end processes, hired and managed Accounting Assistant. ▪️ Managed 2 direct reports▪️ Implemented end of month processes, reducing the number of days to close month-end reporting from 15+ days to no more than 7 business days.▪️ Worked closely with the CEO to implement an open forum financial training series, with the intent to educate and empower all employees to understand their role in the success of the company.▪️ Co-Managed project with the Inside Sales team to implement new quoting platform and ensure seamless interface with QuickBooks and ConnectWise (the main business application) ▪️ Worked with CPA to implement outsourced depreciation schedules and maintained schedules sent each month.

▪️ Managed Accounts Payable, Accounts Receivable, Recurring Revenue Agreements and reconciliations. ▪️ Worked closely with outsourced Controller to ensure clear business reporting needs. ▪️ Redesigned our Chart of Accounts for alignment with management reporting requirements. ▪️ Completed HR Answers Beginning Supervision series (28 credit hours) May 2017

▪️ Assisted the accounting and finance department with day-to-day functions.▪️ Generated customer invoices for projects and recurring agreements. ▪️ Worked on project team to improve interface between our main line of business applications: ConnectWise, QuoteWerks, and QuickBooks, ensuring seamless data transfer and improving financial reporting. ▪️ Procured all product for resale to clients▪️ Updated internal ticketing system for communication with internal teams.▪️ Coordinated with clients to schedule resources onsite for implementation of projects.▪️ Responsible for receiving and staging inventory.

▪️ Procured all product for resale to clients▪️ Updated internal ticketing system for communication with internal teams.▪️ Coordinated with clients to schedule resources onsite for implementation of projects.▪️ Responsible for receiving and staging inventory.

Portland based food brokerage providing representation and services for a wide array of industry brands across the country. Provided in store product management, marketing services, data insights and established industry relationships. Acquired by a national company in 2006.▪️ Deduction processing related to grocery store promotions, coupons and discounts. Including review, validation and research. ▪️ Ensured appropriate documentation is recorded into client files.▪️ Managed ‘spoils’ account to include collecting paperwork from sales associates to be processed in order to pay customers and request reimbursement from clients.